Ralph Lauren (RL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 06, 2026

Before Open (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

4.21

Last Year’s EPS

3.77

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:May 21, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a strongly positive operational and financial picture: record annual revenue above $8 billion, double-digit Q4 revenue growth, durable AUR gains (+16% Q4), gross- and full-year operating-margin expansion, robust cash generation (~$750M FCF) and strong momentum in China and digital channels. These highlights were balanced by manageable near-term headwinds—tariff uncertainty, higher marketing and operating expenses, a Q4 operating-margin contraction, and prudence around Europe and wholesale normalization. Management emphasized continued investments in brand elevation, AI/analytics and key-city expansion while maintaining a fortress balance sheet.

Company Guidance

For fiscal 2027 the company guided full‑year constant‑currency revenue growth of mid single digits (centered around 4%–5%, with a 53rd week expected to add ~1 point), with regional revenue targets of North America ~low single digits, Europe ~low‑ to‑mid single digits, Asia ~high single digits and China ~mid teens; full‑year operating margin is expected to expand ~40–60 bps in constant currency (driven by modest gross margin expansion and operating‑expense leverage), gross margin modestly up, foreign currency broadly neutral, and the outlook excludes any tariff refunds (noting a lower 10% tariff prevailing in H1 and assumed sequential tariff headwinds in H2 with H2 gross margin expected in line with modest year‑over‑year expansion). For Q1 the company expects revenue up mid‑ to‑high single digits, operating margin expansion of ~80–120 bps, and a tax rate of 22%–23% (full‑year tax rate ~21%–22%); AUR growth is expected to normalize to mid single digits for the year (Q1 high single digits) on top of last year’s ~15% AUR increase; marketing spend is planned around ~8% of sales (Q4 marketing 8.1%, FY26 marketing 7.9%), capital expenditures ~4%–5% of sales, and the balance sheet remains strong (cash/short‑term investments ~$2.1B, total debt ~$1.2B) after generating ~ $750M free cash flow and returning >$700M to shareholders in FY26 (including a Board‑approved 10% dividend increase).

Record Full-Year Revenue Surpasses $8 Billion

Reported full year revenues surpassed $8.0 billion for the first time; top- and bottom-line results exceeded expectations in the first year of the Next Great Chapter Drive plan.

Strong Q4 Revenue and Regional Performance

Total company fourth quarter revenue grew 12% (constant currency), outpacing guidance; by region Q4: Asia +28%, North America +8%, Europe +6%.

Average Unit Retail (AUR) and Gross Margin Outperformance

AUR increased 16% in Q4; adjusted gross margin expanded ~40 basis points to 69% in Q4 (vs an expected ~100 bps contraction); full-year adjusted operating margin expanded ~140 basis points to 15.4% (constant currency).

Direct-to-Consumer and Digital Momentum

Global retail comps increased in the high teens (Q4 comps ~17%); North America digital comps +21%; total digital ecosystem sales grew mid-teens; added ~1.4 million new DTC customers in Q4 (low double-digit increase YoY); social followers increased high single digits to ~70 million.

Core and High-Potential Category Acceleration

Core product (over 70% of business) grew mid-teens for the quarter and full year; high-potential categories (women's apparel, outerwear, handbags) grew more than 20% for both the quarter and the full year, outpacing company growth and contributing to AUR uplift.

Strong Cash Generation and Shareholder Returns

Generated approximately $750 million in free cash flow in fiscal 2026; returned over $700 million to shareholders via dividends and repurchases; ended period with ~$2.1 billion cash and short-term investments and ~$1.2 billion total debt; Board approved a 10% increase in the annual dividend.

Retail Expansion and Strategic Real Estate

Opened 108 new owned and partner stores globally in the fiscal year and completed purchases of iconic U.S. retail locations in SoHo (NYC) and Newbury Street (Boston) to reinforce long-term presence in key cities.

Innovation, Technology and Brand Recognition

Notable progress on AI/analytics and automation (Ask Ralph, distribution automation, agentic search); named one of Fast Company's Most Innovative Companies of 2026; expanded partnerships (CFDA) and endowed the Ralph Lauren Corporate Foundation with $26 million.

Ralph Lauren (RL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2026	2027 (Q1)	4.21 / -	3.77	―	―	―
May 21, 2026	2026 (Q4)	2.55 / 2.80	2.27	23.35% (+0.53)	―
Feb 05, 2026	2026 (Q3)	5.82 / 6.22	4.82	29.05% (+1.40)	―
Nov 06, 2025	2026 (Q2)	3.45 / 3.79	2.54	49.21% (+1.25)	―
Aug 07, 2025	2026 (Q1)	3.51 / 3.77	2.7	39.63% (+1.07)	―
May 22, 2025	2025 (Q4)	2.04 / 2.27	1.71	32.75% (+0.56)	―
Feb 06, 2025	2025 (Q3)	4.53 / 4.82	4.17	15.59% (+0.65)	―
Nov 07, 2024	2025 (Q2)	2.42 / 2.54	2.1	20.95% (+0.44)	―
Aug 07, 2024	2025 (Q1)	2.48 / 2.70	2.34	15.38% (+0.36)	―
May 23, 2024	2024 (Q4)	1.67 / 1.71	0.9	90.00% (+0.81)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 21, 2026	$329.24	$374.90	+13.87%
Feb 05, 2026	$353.73	$337.73	-4.52%
Nov 06, 2025	$315.24	$313.38	-0.59%
Aug 07, 2025	$300.46	$281.00	-6.48%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.